Wealth management for accountants & accounting firms

Citi Global Wealth at Work’s Professional Services Group offers tailored wealth management strategies for high-performing accountants and their firms. We offer a comprehensive suite of financial products and services that seek to help you meet your long-term financial goals and free up valuable time – so you can better serve your clients. 

Serving high-performing accountants and their firms.

A holistic, high-touch wealth management service for leading accountants and accounting firms.

We offer a flexible and responsive wealth management platform built for high-performing accountants and their firms.

Drawing on decades of experience to address the unique wealth management challenges of busy professionals like yourself, our expert team delivers tailored 24/7 service,

We understand that to succeed in your career, you need to dedicate much of your time to serving your clients’ financial needs – leaving you with little free time to take care of your own. That is why we offer a holistic, comprehensive wealth management service, giving you back the time to focus on what matters.

With over 50 years’ working with leading professionals and businesses, we understand the value of delivering high-touch, personalized strategies shaped by your unique requirements. Whether you’re looking for day-to-day personal banking support or bigger-picture financial planning and investment strategies, Citi Global Wealth at Work has a dedicated team to serve you along your wealth journey. 

Edward Karan

Global Head of Professional Services Group

Meet our wealth expert

Edward is Global Head of the Professional Services Group providing financial strategies and wealth management guidance to senior professionals at leading consulting, accounting, executive recruiting and other professional services firms.

Prior to his current role, Edward had been the lead Private Banker for this client segment.

Prior to joining Citi Private Bank in 2004, Edward served as a consultant, investment banker, private equity investor and family office professional.

Edward graduated with honors from the University of Pennsylvania’s Wharton School of Business as a Joseph Wharton Scholar. Edward is a member of the Board of Directors of the Hebrew Free Loan Society, a nonprofit microfinance organization that has provided interest-free loans in the New York metropolitan area since 1892. Edward holds the Chartered Financial Analyst charterholders. 

As a high-performing accountant, we understand that you have complex financial objectives that require specialized support. Whether you’re considering a mortgage, want to diversify your portfolio, or planning for retirement, it isn’t always easy to find the time to focus on your own wealth management. Balancing a demanding accounting career with long-term financial planning can be a challenge.

At Citi Global Wealth at Work’s Professional Services Group, we place a strong focus on enhancing your financial wellness – working closely with you to help improve your financial wellbeing and creating a strong foundation for long-term professional and financial success.

Our many clients from across the accounting sector benefit from our flexible suite of products and services, including investment management, personal banking, trust and estate planning, mortgages, lending, and beyond. We serve you, so you can serve your clients. 

With our experience serving top accounting firms, we understand the challenges of your industry. Our team assesses your firm’s needs and goals and proposes effective strategies for empowering your people to do their best work.

A growing company needs to ensure their professionals are happy and motivated, which is why our comprehensive wealth management strategies are custom built to support your valued employees throughout their wealth-building journeys, supporting your goal of attracting and retaining top talent.

When firms focus on their employees’ financial wellness, they can boost productivity, improve employee retention, and position themselves as an employer of choice. Our team is here to support your employees, freeing up their time to focus on your firms’ clients. 

Designed for you and your career

Citi Global Wealth at Work offers a range of products and services to help you achieve your financial goals. 

Contact us

To help put you in touch with the right Citi Global Wealth at Work team, please answer the following questions.

Are you an existing Citi Global Wealth at Work client?

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I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi  Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone or email at any time by emailing donotspam@citi.com

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Are you a professional or represent any of the industries below?

Do you work for an AmLAw 200 law firm or a Magic Circle firm in the UK?

Our wealth management services are available to professionals in specific industries.

If you are looking for services for personal banking, please reach out to Citigold.

If you are looking for private banking services with a minimum investment level of $5 million USD, please reach out to Citi Private Bank.

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi  Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone or email at any time by emailing donotspam@citi.com

Please consent to the terms and conditions to continue

Online privacy notice

Thank you for your interest in Citi Global Wealth at Work. A member of our team will be in touch with you shortly.

Citi Global Wealth at Work serves the world’s most dynamic professionals and their firms by thinking one step ahead to support your financial wellness.We serve the world’s most dynamic professionals and their firms by thinking one step ahead to support your financial wellness.

INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

Citi Global Wealth at Work is a business of Citigroup Inc. (“Citigroup”), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. ("CGMI"), member FINRA and SIPC, and also Citi Private Advisory, LLC (“CPA”), member FINRA and SIPC. CPA acts as a distributor of certain alternative investment products to certain eligible client segments. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. Investment management services (including portfolio management) are available through CGMI, Citi Global Alternatives, LLC (“CGA”) and Citibank, N.A.

Outside the U.S., investment products and services are provided by other Citigroup affiliates. Investment Management services (including portfolio management) are available through CGMI, CGA, Citibank, N.A. and other affiliated advisory businesses. CGMI, CPA, CGA and Citibank, N.A. are affiliated companies under the common control of Citigroup.

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